See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,159 | $85,022+57.8% | $70,515+90.3% | $139,434-3.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.20% | 30.38%-12.2pp | 32.77%-14.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,037 | $3,909-22.3% | $2,973+2.1% | $4,751-36.1% |
| Participant deferral / active EE | $6,573 | $5,890+11.6% | $4,567+43.9% | $6,710-2.0% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |